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352.536.8845 | www.LWFSL.org | NTC Building 1935 Don Wickam Drive FOUNDATIONINAUGURALREPORTINCEPTIONTODECEMBER31ST,2021

Founded in 2019

As we compiled follow-up outcomes from local nonprofits in preparation for this report, I was impressed by the amount of work that has been accomplished in just a few years. Read more about the grants distributed by Live Well Foundation of South Lake on page 8 to 17.

Live Well Foundation grants are ensuring families have access to food, shelter, mental health, and educational opportunities now and in the future. But this is just the beginning. As I write this letter, we are closing the application process on another grant cycle.

The Live Well Foundation of South Lake County was created with a vision of better quality of life through improved health and wellness. Live Well Foundation Foundation of South Lake is created through an agreement between Orlando Health and the South Lake Memorial Hospital which resulted in South Lake Memorial Hospital relinquishing its seats on the board of South Lake Hospital. Orlando Health generously provided $128 million to the new foundation. The contribution coincided with the South Lake Hospital becoming a controlled subsidiary of Orlando Health.

“All funds generated by the Foundation will remain in South Lake County.” Even at this early stage of our existence, Live Well Foundation of South Lake intends to be a long-term partner in bringing more healthcare choices and healthier lifestyle services to the people of South Lake County.

“With the October 2019 dissolution of the South Lake County Hospital District, we felt it necessary to create an ongoing funding source to address healthcare needs in our community,” said Paul Rountree immediate past chairman of the SLMH Board of Directors.

Letter from the Executive Director Gratitude is what I feel when reviewing the amount of time and energy our board members have invested to create Live Well Foundation of South Lake. Since its inception in September of 2018, the directors have volunteered over 500 hours. These hours resulted in Live Well Foundation allocating $69 million in grant funding (see page 5) which supports Lake County’s Community Health Improvement Plan and focuses on social determinants of health as created by the World Health Organization. For our foundation, the numbers are a means to an end. What is most important are the residents whose lives will be impacted by the services provided.

I’m honored to serve South Lake County as the Executive Director of the Live Well Foundation of South Lake. The South Lake story is rich with history. What was envisioned 20 years ago in a portable unit on a construction site (you can read more about that on page 16) is being carried out and is unfolding one grant at a time.

Donna C. Kirtland, MBA, CFRE Executive Director

The creation of Live Well Foundation of South Lake could not have happened without committed and passionate community support. For example, this year marks the 75th birthday of Orlando Health South Lake Hospital. The local hospital was birthed in 1938 by a group of young women from the Clermont area who saw a great need for a hospital to meet emergency healthcare needs. Twenty years ago, a group of community leaders came together with a vision for the south Lake community wellness campus. This vision has improved access to healthcare, and thus our region’s overall health and wellness. Members of our Board of Directors were among those community leaders who have steered these visions over the years. Three-quarters of a century later, what was once a small 9-bed hospital in a rural community is now a 150-acre health, education, and wellness campus promoting healthy lifestyles among the residents of South Lake County.

Dr.

Mr.

BOARD DIRECTORSOF hours of volunteer time Dr. KaseyBoardKesselringChair Mr. Rob FinanceBerensChair Mr. ShannonFACHEElswick Dr. JoAnn Jones

Mr.

500+ 3

Mrs. Linda Smith Vice Chair Chief Chuck Broadway Lushatha Gunasekera, MD SusanGrantsMcLeanChair Rodney Drawdy Jeff Duke Governance Chair Jim Hamilton Jimmy Nussbaumer

NeighborhoodEducation&PhysicalEnvironmentHealthCommunityandSocialContextCareSystems

DeterminantsSocialofHealth

Social Determinants of Health (SDOH)

StabilityEconomic Food

Executive Director, Donna Kirtland took part in Lake County Health Department’s Community Health Improvement Plan (CHIP) meetings community leaders met to most pressing concernes Lake County.

where

the

When Live Well Foundation of Lake was it was under precepts that category of Health Organization.

discuss the

established,

each grant given out would fall under the

SystemCareHealth StabilityEconomic &Neighboorhood EnvironmentPhysical Education Food Social&Community Context Women’s Pediatric & Trauma Hospital Expansion at Orlando Health South Lake • • • Food Providers of South Lake • • The Neighborhood Center of South Lake • • • Building Blocks Ministries • • • • LifeStream Behavioral Center, Inc. • • • United Way of Lake & Sumter Counties, FL • • First United Methodist Church • • • New Wave Christian Church • • Community Health Centers • • Medical Laboratory Technology Program at Lake-Sumber State College • • • • Find Feed & Restore • • • • • Central Florida Hope Center • • • • • Cardiovascular Surgery at Orlando Health South Lake Hospital • • Habitat for Humanity • • Expanding the Healthcare Workforce at Lake-Sumter State College • • • United Groveland • • • • • •

South

health and wellness

a SDOH as created by World

The following is a list of our grantees since inception and the categories their grant fall under.

$69M

The Central Florida Hope Center $260,000

The Neighborhood Center of South Lake $800,000 LifeStream Behavioral Center, Inc. $600,000 Building Blocks Ministries $800,000

PAID & PLEDGED

$122,856 United Way of Lake and Sumter Counties $50,000 First United Methodist Church of Clermont

COVID-19 hit the USA in 2019 and before LWFSL even had it’s grant process mapped out, there were needs in the community. Live Well Foundation granted funds for food scarcity and feeding programs and provided healh care workkers appreciation for all hospital workers and first responders in South Lake County.

New Wave Christian Church $223,060 Lake-Sumter State College Foundation $2,170,500 Community Health Centers, Inc. $167,140 United Way of Lake & Sumter $122,856

$1 mil Habitat for Humanity of Lake and Sumter Counties for thier project South Lake Preservation and Repair Program providing critical home repairs for lowincome families.

$167,140 Community Health Centers, Inc.

FUMC - Meals on Wheels $50,000

$5 mil Orlando Health | South Lake Hospital for their project, South Lake Hospital Cardiovascular Surgery program improving cardiac care access in South Lake County.

United Groveland: City of Groveland Elese Tomlin Center, Anointed Community Services Int., Hope International Movement Center $6,200,000

First Responders/Healthcare Worker Appreciation $30,000 South Lake Food Providers $50 mil Pledged to OH for South Lake Hospital Womens, Pediatric, Trauma Expansion. At the end of 2020 LWFSL had given out $63,100 Capacity & Empowerment Grant Cycle 2021 Capacity and Development Grants initiate projects in collaboration with nonprofit organizations that will effect positive changes in the health and wellness of the South Lake Community. $1 mil Community Foundation of South Lake $800,000

The Neighborhood Center of South Lake $800,000 Building Blocks Ministries $600,000 LifeStream Behavioral Center, Inc. $545,448 Food Provider Network of South Lake via CFSL $295,470 Find Feed & Restore $260,000 The Central Florida Hope Center $223,060 New Wave Christian Church $170,500 Lake-Sumter State College Foundation, Inc.

Transformation 2021 Transformation Grants help strengthen the social and public sectors so the Foundation’s mission can be realized. They enhance the long-term health and wellness of the community by confronting any healthcare issues identified in the Community Health Needs Assessment.

$2 mil Lake-Sumter State College Foundation: for their “Expanding the Healthcare Workforce” project which will expand the Associate of Nursing Education Program and launch two new medical programs, Respiratory and Physical Therapy. 5

Orlando Health | South Lake Hospital $55,000,000

FAST YEARAMOUNTSFACTS:GIVEN&GRANTCYCLE GRANT FUNDS

Live Well Foundation of South Lake - Total Grants Encumbered TO DATE Community Foundation of SL $1,000,000

2020 $8,100 COVID grant for food and meals to socially and economically impacted citizens $25,000

Food Providers of South Lake $545,448 Find, Feed & Restore $295,470

Habitat For Humanity $1,000,000

$6.2 mil City of Groveland, in partnership with Anointed Community Services International, and Hope International for their “United Groveland” project incorporating a movement center, community center, education, counseling, and trails to promote health and wellness for Groveland residents.

Sept. 24, 2018 Effective day of 501 c (3) Oct. 4, 2018 District Board of Trustees members: Dr. Kasey Kesselring, Rodney Drawdy & Linda Smith resigned from South Lake Memorial Hospital Board to establish new foundation Nov. 24, 2018 Articles of incorporation of Live Well Foundation of South Lake, Inc. submitted and filed September 24th, 2018 Oct. 3, 2018 Bylaws of Live Well Foundation of South Lake, Inc. signed Oct. 1, 2018 Notice of EIN number assigned.EIN: 83-2073135 Mar. 12, 2019 Donna C. Kirtland, MBA, CFRE Appointed as Executive Director

Sept. 15, 2020

Founding Board of Directors expanded to include: Mr. Rob Berens, Chief Charles Broadway, Dr. Jeff Duke, Mr. Shannon Elswick, Dr. Lushantha Gunasekera, Mr. Jim Hamilton, Dr. JoAnn Jones, Mrs. Susan McLean, Mr. Jimmy Nussbaumer

Sept. 24, 2019 Mission and Vision statement adopted by Board of Directors

Aug. 19, 2019

Approved by Board of Directors

FirstGrantTransformationapproved

Mar. 31, 2020 First COVIDGrant:Frontline Worker Appreciation Jun. 3, 2021 First Capacity Building Grants

Feb. 25, 2020 $60 Million

approved$5EndowmentrestrictedplusMillioninoperational

Our mission is to inspire, through grant-making, sustainable initiatives that enhance the health and wellness of the South Lake community. Our vision is for the community of South Lake to experience a better quality of life through improved health and wellness.

The Central Florida Hope Center addresses the physical and mental needs of individuals in South Lake County. Teaming with other nonprofits the Hope Center provides: • Food distribution • Counseling services Building Blocks Ministries 2021 Expansion and Enhancement Project Building Blocks Ministries is an adult day training program for adults with developmental disabilities. With an $800,000 grant, Building Blocks Ministries will secure a larger space for additional clients to provide additional services including: • More behavior support • Employment program for those who want to work within the community • A retail store/cafe that will provide a new revenue stream • Indoor recreations space • Garden • Larger classroom The Central Florida Hope CenterMobile Hope Center Block Party 2021 Capacity & Empowerment Grant • Referrals to other services • Job skill counseling A $260,000 grant allows the Hope Center to reach more people. With this grant they have been able to: Host eight block parties • Provide 1767 individual food provisions • 586 counseling services and referrals • 152 job placement and job skill counseling 8

Food Providers of South Lake 2021 Capacity & Empowerment Grant

• 54 families have obtained education on health and wellness • 406 families have received case management for wellness

To date: • 9,013 families have obtained an increase in produce for their meals

Find Feed & Restore provides permanent housing solutions, homeless avoidance, and nutritious meals to the community through their Housing First and Homelessness Avoidance programs. With the help of their dedicated volunteers, and a $295,470 grant from the Live Well Foundation of South Lake, Find Feed and Restore was able to convert an RV into a wellness coach as part of its Homelessness Avoidance program. Mobile wellness vehicles are effective tools for providing health care directly within the community and the Care Coach’s goal is to provide residents in the community the opportunity to discuss their health, housing status, and mental health to receive assistance and register in the HMIS system in a dignified manner.

Find Feed & Restore - Care Coach 2021 Capacity & Empowerment Grant

• 89 individuals have had either services performed and/or have been set up for no-cost mental health services • 113 individuals have been referred to and scheduled health check-ups, • 23 individuals have utilized Find Feed & Restore’s short-term trailer housing and have obtained gainful employment 9

The mission of the Community Foundation is to serve the community through the connecting of resources and intentional philanthropic resources. Working closely with the Food Providers is an example of that connection. For the past two years the Community Foundation has served as oversight for the $545,000 grant provided by the Live Well Foundation to address food insecurity. Five of our local Food Providers have been working to combat hunger through collaborative efforts, providing food resources for the growing need in the South Lake community. Their efforts work to eliminate the duplication of services, enhancing their services for those in need all while exhibiting unity within the Thiscommunity.project is designed to address the growing issues of obesity, high cholesterol, diabetes and food insecurity, as statistically shown in the Lake County Community Health Needs Assessment. By increasing the healthy foods provided to our underserved families, they will have a greater ability to positively impact their health.

To date: • 603 cases have been managed and these individuals have been connected to needed services and housing.

The Lake-Sumter State College Foundation enables and enhances the lives of Lake-Sumter State College students, faculty, and staff through scholarships, program enhancements, special events and facilities support. The Foundation cultivates and assists private donors who wish to support its mission of improving higher education in our local community. The Foundation applied for, and received funding, for two grants totaling $2,170,500 to expand educational opportunities for nursing students as well as the development of a Medical Laboratory Technology Lake-Sumterprogram.

State College plans to:

• Practical techniques and instruments • Identification of factors directly affecting procedures and results, confirmation of results, monitoring quality control within pre-determined parameters, and correction of errors using pre-set standards

Lake-Sumter State College Foundation - 2021 Capacity & Empowerment Grant

• Expand its Associate of Nursing (ASN) Education Program to create more opportunities for enrollment, degree completion and job placement.

• Utilize a Dedicated Educational Units (DEU’s) model. This will embed the program into the Orlando Health South Lake Hospital campus environment and increase the number of program graduates to 100 annually who will be prepared for immediate job placement through their apprenticeship experience of the DEU.

• Create a simulation center on the LSSC Clermont campus that will be used for training current and future professionals in health-related fields. The addition of the Medical Laboratory Technology program will prepare students to work as medical/ clinical laboratory technicians and technologists. The development of an Associate in Science in Medical Laboratory Technology will meet the needs of many local employers and help fill the 22 job openings per year in Lake and Sumter Counties. LSSC will be the only MLT program offered by a Florida College System institution in the Career Source Central Florida region. The program content will include but is not limited to:

At the time of publication, the courses for this program have been approved by the Lake-Sumter State College Curriculum and Instruction Committee and have been moved forward to the regional accreditation body, the Southern Association of Colleges and Schools Commission on Colleges for approval. The goal is for the program to begin in fall 2022.

The Neighborhood Center of South Lake (TNC) was founded in 1972 and has made it its mission to serve as a pathway to develop, empower and educate members of the South Lake community with food insecurities. Originally founded by a faith-based organization, TNC provides services to local South Lake County residents regardless of their own faith experience. They have long since outgrown their current facility and began a search for a property that could house a new food bank building, plus establish a community garden. TNC formally asked for and received a land gift (9acre parcel) from the City of Groveland to help make this project a reality. The Live Well Foundation of South Lake provided an $800,000 grant to assist with their capital improvements and it also allowed TNC to provide fresh quality produce options for clients and they offer ongoing case management services and referrals to partner agencies.

Community Health Centers2021 Capacity & Empowerment Grant 11 The Neighborhood Center of South Lake 2021 Capacity & Empowerment Grant

Community Health Centers, Inc.’s mission is to provide quality and compassionate primary healthcare services to Central Florida’s diverse communities. The $167,140 grant they received from the Live Well Foundation of South Lake allowed them to hire a fulltime pediatrician and support team to provide pediatric medical services at their Four Corners location. Four Corners has seen increased growth and according to the 2019 Community Health Needs Assessment it is estimated that there will be more youth residents than middle-aged residents in the area causing an increased need for medical services.

•

To date: • 100% of children 0-2 received age-appropriate vaccinations by their second birthday • 43% of children 3-16 years had their body mass index (BMI) documented and were provided counseling on nutrition and physical activity 41% of children 6-9 years who had a moderate or high risk of cavities received a sealant on a first permanent molar • 59% of children received lead screenings

•

The Live Well Foundation of South Lake was able to provide FUMC with a $50,000 grant to expand their current Meals on Wheels program. By the end of 2021, FUMC provided: 12,351 meals to Meals on Wheels 3,411 meals for Building Blocks Ministries 3,314 meals for Wesley Christian Academy

First United Methodist Church’s Meals on Wheels program currently serves residents of the South Lake community that live within a seven-mile radius of their church. These ready-to-eat meals are delivered every weekday to residents who are shut-in, recovering from an illness or surgery, are in need of assistance with food shopping and meal preparation and/or show a financial need. Seeing a need outside of its current delivery radius, FUMC looked to expand its services, including a larger delivery area as well as partnering with Building Blocks Ministries to provide healthy lunches for clients attending their day program.

Clients •

The mission of the City of Groveland is to enhance sustainable development and preserve Groveland’s natural charm through a progressive Community Development Code that encompasses new urbanist design principles and improves health, wellness, and education outcomes for all residents. The United Groveland Health and Wellness project aims to improve the health and wellness of its residents through collaborative efforts. To date, grant funds have been spent for the HOPE Movement Center, utilization of the Elese Tomlin Empowerment Center and extension efforts for the South Lake Trail connection. The projects increase access to fitness as well as recreational and educational resources while providing improved physical health and wellness for the South Lake 12community.

City of Groveland - United Groveland Health and Wellness 2021 Transformation Grant

First United Methodist Church - Meals on Wheels2021 Capacity & Empowerment Grant

The expansion of cardiac services is an answer to the 2019 Community Health Needs Assessment that showed the leading cause of death in Lake County is heart disease. The improvement of access to cardiac care with this project along with the quality of care through the expertise and best practices of Orlando Health Heart and Vascular Institute physicians and leaders as well as other cardiovascular leaders. The expansion will include coronary artery bypass surgery (CABG), heart and valve repair and replacement, surgery of the aorta and surgery for holes in the heart. The hospital will also obtain the AHCA Level II Cardiovascular Licensure for CV surgery services and their state-of-the-art operating room will be outfitted with the appropriate medical and surgical equipment. Additionally, a second electrophysiology lab (EP) will be built to support the increase in complex cardiac patients seeking treatment. The development of this expansion program will coincide with the construction of a new bed tower to be completed in 2023. As part of the program, eight additional ICU beds will support the program’s need for higher levels of post-procedure care. The improvement of access to cardiac care with this project along with the quality of care through the expertise and best practices of Orlando Health Heart and Vascular Institute physicians and leaders as well as other cardiovascular leaders.

The expansion of these services will allow for a greater capacity for inpatient services, including additional intensive care beds to accommodate Level II trauma services. In addition, the opening of a dedicated women and pediatric services ambulatory platform to include a Level II Neonatal Intensive Care Unit (NICU) will allow for parents to keep their newly-born children close to home and allow for continued collaboration with Orlando Health Winnie Palmer Hospital for improved outcomes. The soon-to-be-constructed 5-story tower will include ambulatory space for women and pediatric services on the first floor while the second story will include the expanded intensive care for trauma services. The third floor is slated to be the home of the level II NICU while the fourth and fifth floors will be expanded inpatient medical-surgical rooms. The new five-story tower will ultimately alleviate the need for patients and their families to travel to Orlando or other urban markets for needed services.

Orlando Health South Lake Hospital strives to improve the health and quality of life of the individuals and communities in South Lake County. The hospital identified a need to expand women, pediatrics and trauma services as well as their cardiovascular surgery services. They applied for and received funding for two grants totaling $55 million to aid in their expansion efforts.

Orlando Health South Lake Hospital - 2021 Capacity & Empowerment Grant

LifeStream Behavioral Center creates hope, supports recovery and promotes health. LifeStream noticed that due to the pandemic, the youth in South Lake County began to experience a significant deterioration in their mental health and an increase in substance misuse. To proactively address this issue, they proposed the Youth Recovery Care Center (YRCC) which will provide integrated treatment for co-occurring disorders, which includes short-term LifeStream Behavioral Center 2021 Capacity & Empowerment Grant

Habitat residential and outpatient treatment for youth aged 1217 and their families. The Live Well Foundation of South Lake granted LifeStream a $600,000 grant to create the YRCC in South Lake County. To date, eight youths were enrolled in the center and two are projected to discharge successfully at the time of this publication. Once they are discharged from the program, these youths will enter the job corps program and continue to work with outpatient services. 14

for Humanity of Lake-SumterSouth Lake Preservation and Repair 2021 Transformation Grant

Habitat for Humanity of Lake-Sumter exists to provide affordable housing solutions in Lake and Sumter Counties. In addition to its mission of “bringing people together to build homes, communities and hope,” Habitat for Humanity of Lake-Sumter (HFHLS) has been a leader in innovation to build a more stable and sustainable future for the individual and community. In 2015, HFHLS established its Preservation and Repair program to provide safety and accessibility to residents who owned an affordable home but who, due to finance, ability, and life circumstance, were living in unsafe and unhealthy housing conditions. As of publication Habitat for Humanity of Lake-Sumter has been working diligently to line up subcontractors, key volunteers and materials for critical home repairs.

- Mission United Veteran Transportation Program 2021 Capacity & Empowerment Grant United Way of Lake and Sumter Counties seeks to create long-lasting change and sustainability in the community by addressing the greatest needs in the areas of income, health and education, by providing opportunities to improve the quality of life for at least 40% of the county’s residents. Mission United is a Veteran specific program, designed to exclusively serve those who have served.

New Wave Christian Church began its Expressive Arts Therapy groups in May 2019 out of the need for alternative mental health treatment groups to meet the needs of children and teens who were not responding well to traditional forms of therapy. Even in the midst of the COVID-19 pandemic, the Expressive Arts Therapy group was able to reach 240 children/ teens per year. Through a $223,060 grant provided by the Live Well Foundation of South Lake, New Wave Christian Church has been able to reach 360 teens/children, far surpassing their goal of 240. Group members continue to enhance and increase their individualized as well as collaborative pieces through art, music, or journaling. Specific members have learned to focus on specific instruments or art modalities that specifically speak to their inner selves, self-confidence, and mental health including depression or anxiety.

The United Way of Lake and Sumter Counties found that many veterans within the South Lake communities were forgoing specialty appointments at the Orlando VA Medical Center due to transportation needs. Though the Orlando VA does provide free transportation, it is not equipped to handle the volume of requests from the area. Through a $122,856 grant from the Live Well Foundation of South Lake, the Mission United team has made more than 100 trips from the Clermont VA Clinic to the Orlando VA Medical Center in Lake Nona. These services have made a truly significant impact on Veterans’ abilities to access their specialty medical service needs, including radiology, cardiology, urology and pulmonary care.

New Wave Christian Church - Expressive Arts Therapy 2021 Capacity & Empowerment Grant

United Way of Lake and Sumter Counties

20 Years in the Making - Bettering the South Lake Community One Square Mile at a Time

The Live Well Foundation of South Lake began in 2018, but the vision for community health and wellness began decades before. In the late 1990s, health care institutions worked to promote a health and wellness component to their services. Fitness centers across the country started to focus more on wellness activities and not just workouts, which led to several mergers with local hospitals. ORMC already saw the benefit of this merger on their downtown campus and began to explore options in the South Lake area. Around the same time, Lake-Sumter State College saw a need for a satellite campus in South Lake and an idea was Dr.born.Michael Ray, a local orthopedic surgeon, suggested that the area needed something for wellness and athlete training. Dr. Jeff Duke and Shannon Elswick joined the conversation, bringing years of teaching, coaching, and healthcare knowledge to the table. The vision was to build a campus where there could be various entities of businesses that would participate in the scope of sports, health, wellness and education. This vision is now the square mile between Citrus Tower Blvd. and Hancock Rd and includes Orlando Health South Lake Hospital, the National Training Center, Lake-Sumter State College, Legends Softball Complex, Florida Special Olympics, Florida Sports Injury and Orthopedic Center and Brandy Johnson’s ShannonGymnasium.Elswick was instrumental in the development of this campus, especially the location of Orlando Health South Lake Hospital. Elswick negotiated the land deal for the complex and also secured funding for the National Training Center from ORMC. The original concept for the National Training Center was to have a wellness community that offered enough sports facilities that any athlete would see it as a top-rate facility. This included a 70-meter pool, soccer fields, track and outpatient

Community Foundation of South Lake

• $1,000 was awarded to the Clermont Police Department for a bike safety course

South Lake, we continue to see this vision expand as we move forward. Orlando Health South Lake Hospital’s Womens, Pediatrics and Trauma expansion increases the capacity for inpatient services, including additional intensive care beds and a Level II Neonatal Intensive Care Unit. LSSC added three new programs including Medical Lab Technician, Respiratory Therapy and Physical Therapy Assistant. Many of these students will become embedded into the Orlando South Lake Hospital campus environment through the development of their Dedicated Education Units. It is truly amazing to see the progress this vision has made over the past 20 years. We cannot wait to see what the future holds.

• Florida Vision Quest received a $25,000 grant to provide eye exams for indigent children in South Lake.

• A local summer feeding program received $21,600 to feed South Lake children duing the summer months.

The Live Well Foundation of South Lake recognized the need for funding grants that fell underneath $50,000. We partnered with the Community Foundation of South Lake by provided a $1 million grant to support projects that fell outside of our scope. The Community Foundation of South Lake has the ability to award $50,000 in grants every year until the funds are exhausted. This non endowed fund has already made an impact within the community.

rehab facility within the National Training Center. Since opening, the National Training Center has hosted several elite athletes and teams. With a hospital being constructed and the National Training Center in its development stages, Dr. Jeff Duke worked to bring in the education component. The vision was to train the next generation of leadership in health and wellness. Dr. Duke worked with Lake-Sumter State College to write a degree in Sports and Fitness. LSSC and Dr. Duke quickly realized they would need a partner to obtain a fouryear degree and through a grant from the State of Florida, they found that partner in the University of Central Florida. Dr. Duke notes that the education component of the campus has become the glue as it is always integrating the next generation whether it be through LSSC’s nursing or physical therapy Throughprograms.grants from the Live Well Foundation of

OF FINANCIAL POSITION As of December 31, 2021 18

Jan - Dec 2019 Jan - Dec 2020 Jan - Dec 2021 ASSETS Current Assets BankLiveAccountsWellChecking 2,950.82 14,962.27 24,019.20 Live Well MMA 2,890,165.20 2,622,313.66 6,326,146.34 Total Bank Accounts 2,893,116.02 2,637,275.93 6,350,164.54 Other Current InvestmentsAssets 132,318,461.96 149,374,258.84 158,821,912.53 Prepaid Expenses 13,224.57 13,927.98 22,098.60 Total Other Current Assets 132,331,686.53 158,844,011.13 Total Current Assets 135,224,802.55 165,194,176.67 FixedAccumulatedAssets Depreciation 0.00 -919.00 Fixed Assets - Computers 2,544.38 1,696.38 2,338.37 Total Fixed Assets 2,544.38 1,696.38 1,419.37 TOTAL ASSETS 165,195,596.04 LIABILITES AND EQUITY LiabilitiesCurrentAccountsLiabilitiesPayable 0.00 12,500.00 16,951.00 Credit 0.00 24.09 314.21 Other Current Liabilities 0.00 1,933.77 2,529.46 Total Current Liabilities 0.00 22,622.67 Long-Term Liabilities Grants Payable 0.00 2,000,000.00 Total Long-Term Liabilities 0.00 0.00 2,000,000.00 Total Liabilities 0.00 14,898.59 2,022,622.67 EquityNet Assets 21,817.80 0.00 Net Assests Without Donor Restrictions 0.00 135,205,529.13 152,012,701.27 Net Revenue 135,227,346.93 16,785,354.34 11,160,272.10 Total Equity 163,172,973.37 TOTAL LIABILITIES AND EQUITY 165,195,596.04

STATEMENT

Jan - Dec 2019 Jan - Dec 2020 Jan - Dec 2021 Total Revenue $ 128,000,000.00 $ 128,000,000.00 ExpendituresAdvertising & Marketing 5,500.43 5,500.43 Constituent Relations 39.90 39.90 Contractors 400.00 900.00 1,300.00 Depreciation Expense 848.00 919.00 919.00 Facilities and Equipment 3,877.47 5,249.16 5,380.56 14,507.19 Grants 67,100.00 7,034,994.00 7,102,094.00 Group Meals Functions 2,500.00 2,500.00 Interest Paid 703.35 703.35 Meals & Entertainment 119.63 119.63 Meetings - Food/Beverage 201.27 1,692.91 1,784.75 3,678.93 Office Expenses 8,542.76 7,561.18 10,743.71 27,695.65 Other Expenses 1,330.00 4,000.00 8,183.91 13,513.91 Personnel Costs 89,282.16 119,683.71 124,301.71 333,267.58 Professional Services 24,364.38 94,264.14 99,801.84 218,430.36 Program Costs & Subscriptions 2,254.16 5,480.96 9,531.20 17,266.32 Reimbursed Expenses-FBF Board/ Committee Members 3,281.48 3,281.48 Software Subscriptions 450.82 450.82 Sponsorships 2,500.00 600.00 3,100.00 Telephone Maintenance 3,310.94 746.90 4,057.84 Total Expenditures $ 7,308,389.12 $ 7,752,426.39 Net Operating Revenue $ 127,867,705.73 $ 7,308,389.12 $ 120,247,573.61 OtherInsuranceRevenueProceeds 3,557.69 3,557.69 Interest Earned on MMA 36,771.55 42,148.46 18,506.68 97,426.69 Investment Activities $ 7,318,463.96 $ 17,055,796.88 $ 18,447,653.69 $ 42,821,914.53 Other Revenue 2,500.00 2,500.00 Rebates Revenue 0.85 0.85 Total Other Revenue $ 18,468,661.22 $ 42,925,399.76 Net Other Revenue $ 18,468,661.22 $ 42,925,399.76 Net Revenue $ 135,227,346.93 $ 16,785,354.34 $ 11,160,272.10 $ 163,172,973.37 STATEMENT OF ACTIVITY January 2019 - December 2021 19

LIVE WELL FOUNDATION OF SOUTH LAKE NTC Building 1935 Don Wickham Drive, Clermont, FL 34711 | Business: 352.536.8845 www.LWFSL.org